Filings through .
Filed May 24, 2010
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $50,460 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,970 |
LPL FINANCIAL8 years Service code 99 PO BOX 502533 · SAN DIEGO, CA 92150 | Other Fees | $4,394 |
15 funds hold $28.6M of the plan's $28.9M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 87% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $24.9M | 87.2% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.4M | 4.8% |
| Goldman Sachs Large Cap Gr Insghts R6 Goldman Sachs · Mutual fund | $872K | 3.0% |
| Bond Fund OF America Class R-6 Capital Group · Mutual fund | $371K | 1.3% |
| International Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $277K | 1.0% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $247K | 0.9% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $184K | 0.6% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $88K | 0.3% |
| Emerging Markets Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $87K | 0.3% |
| Putnam Stable Value Fund Franklin Templeton · Insurance contract | $65K | 0.2% |
Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeAmerican Funds 2035 Target Date Retirement Fund Class R-6 to American Funds Target Date Income Fund | $21.6M to $24.9M |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.